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2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-28 |
| NV | RA | APPROVED | 2025-10-15 |
| OR | RA | APPROVED | 2025-06-16 |
| AZ | RA | APPROVED | 2025-05-13 |
| CA | RA | APPROVED | 2025-01-27 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Chico | CA | 08/2009 | 10/2017 |
| U.S. Bancorp Investments, Inc. | Chico | CA | 10/2017 | 05/2019 |
| The Prudential Insurance Company Of America | Tampa | FL | 12/2019 | 03/2020 |
| Pruco Securities, Llc | Tampa | FL | 12/2019 | 03/2020 |
| Unemployed | Palm Harbor | FL | 05/2019 | 12/2019 |
| Morgan Stanley | Temple Terrace | FL | 11/2020 | 05/2023 |
| Independent Contractor (Healthmarkets) | Palm Harbor | FL | 02/2020 | 07/2020 |
| Select Quote Senior | Palm Harbor | FL | 08/2020 | 11/2020 |
| Td Bank N.A. | Tampa | FL | 05/2023 | 11/2023 |
| Td Private Client Wealth Llc | Tampa | FL | 05/2023 | 11/2023 |
| Severin Investments | Clearwater | FL | 11/2023 | 04/2024 |
| Allstate Insurance Company | Cape Coral | FL | 09/2024 | 01/2025 |
| Unemployed | Palm Harbor | FL | 04/2024 | 09/2024 |
| Uber | Palm Harbor | FL | 07/2024 | 09/2024 |
| Valic Financial Advosor,Inc | Houston | TX | 01/2025 | Present |
| Agia | Houston | TX | 01/2025 | Present |
AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2025 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as an agent to sell Non-Securities Insurance products for AGIA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-22 |
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